See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,998 | $58,694+177.7% | $142,863+14.1% | $85,850+89.9% |
| Participation rate | 70.0% | 58.5%+11.5pp | 71.9%-1.9pp | 69.3%+0.7pp |
| Annual return | 8.42% | 27.72%-19.3pp | 5637.54%-5629.1pp | 318.53%-310.1pp |
| Employer contribution / active EE | $7,122 | $1,423+400.6% | $4,144+71.9% | $2,565+177.6% |
| Participant deferral / active EE | $3,491 | $2,607+33.9% | $3,837-9.0% | $3,952-11.7% |
| Admin fee / account holder | $18,162 | $4,239+328.4% | $6,560+176.8% | $6,260+190.1% |